One year into the pandemic lockdown, I retired from my job of 14 years as program coordinator and academic adviser at the University of New Mexico’s School of Engineering. I … Read More
The recent market decline may present a strategic planning opportunity. Roth IRAs differ from traditional IRAs in that any growth and distributions are received tax-free. The ability to receive a … Read More
If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, … Read More
I love this guidance from a fellow financial planner: “Save consistently, spend moderately and invest for the long-term,” she said. “The only advice I would add? Stay nimble. Tax rules … Read More
When reports surfaced that PayPal founder and billionaire Peter Thiel had invested his Roth IRA in private equity and private stock in his own company, and managed to turn an … Read More
There are a few things you should think about first before retiring early, even though based on the numbers you have provided and the fact that your annual expenses align … Read More
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